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Manager Selection Services®

Investment support tailored to your firm's needs

Extend your investment expertise with our experienced team and independent research.

In today’s environment, investors are demanding more from their adviser – and the regulatory and compliance bar is being continuously raised. To best help advice licensees and practices with external investment support, Morningstar offers Manager Selection Services.

Manager Selection Services brings together our people, software, and data to support advisers and their clients. Bundle a customised solution from the following bespoke services:

Morningstar Research Advisory - Portfolio Construction
Portfolio Construction
Morningstar Research Advisory - Approved Product List Management
Approved Product List Management
Morningstar Research Advisory - Investment Committee Participation
Investment Committee Participation
Morningstar Research Advisory - Custom Reporting
Custom Reporting
Morningstar Research Advisory - Sustainable Investing
Sustainable Investing
Morningstar Manager Selection Services - Managed Account
Managed Accounts

How We Support Your Work

Portfolio Construction

Whether you are implementing managed accounts or using technology to support model portfolio implementation in your advice firm, our team supports the entire portfolio value chain. From investment philosophy, governance framework, strategic asset allocation and manager selection, to ongoing reporting and monitoring. Morningstar has 10 years of experience in portfolio construction with our Best Ideas Portfolios built by the Manager Research Team.



Approved Product List Management

Consolidating, monitoring, and maintaining an APL can be a challenging exercise—we can assist with removing manual work in the investment management and due diligence process. We’ll work closely with you to deliver a list of managed products that can evolve over time. Our large Australasian Manager Research Team has an average of 15 years’ experience and has been producing qualitative manager research and ratings since 1999.



Investment Committee Participation

Lead analysts from our Manager Research Team are available to participate in Investment Committee meetings, with the frequency determined by you. Leverage the global research analyst team and sector specialists that cover thousands of funds and have deep knowledge of managers and strategies. Analysts will provide sector overviews, economic updates, and highlight funds with rating changes. This complements our Portfolio and APL Management services.



Custom Reporting

Model reporting is crucial for client engagement and transparency. Our team will develop tailored branded reports that can be used with clients. In an age where information needs to be accessible at our fingertips, clients expect the same when it comes to their investments. If done right, reporting solutions offer the opportunity for advisers and licensees to improve client trust and raise client relationships to the next level.



Sustainable Investing

As the advice industry continues to transition to a goal-based and client centric model, sustainable investing will be core to the adviser offering and the value of advice. Work with our team to build a custom list of suitable funds and ETFs well positioned to cause positive change in environmental, social or governance issues and meet the sustainable investing expectations of end investors.



Managed Accounts

Our institutional-grade asset allocation approach, manager research & portfolio construction capabilities alongside our team's extensive experience in managing and advising on portfolios means that we deliver market leading managed account solutions in support of advice businesses.

How We’re Different?

Morningstar Research Advisory - Portfolio Construction
We’re driven to improve investor outcomes in everything we do. Our independence sets us apart.
Morningstar Research Advisory - Approved Product List Management
Our institutional-grade asset allocation and manager research helps increase investors’ confidence in reaching their goals.
Morningstar Research Advisory - Investment Committee Participation
Our globally-renowned data and software drives our reporting solutions so you can engage more effectively with clients.

Ready to see for yourself

See how Morningstar’s Manager Selection Services can help you.

Meet the Team

Our experienced Sydney-based advisory team has an average of 20 years industry experience.

Tim Murphy

Director, Manager Selection

Aman Ramrakha

Director, Manager Selection

Matthew Wilkinson

Senior Analyst, Manager Research

Peter Gee

Analyst, Manager Research

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Latest Insights

Access our latest insights to portfolio construction, reporting, and more.

Ready to start the conversation?

See how Research Advisory can help focus your investment line-up.

Disclaimer

© 2021 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘regulated financial advice’ under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information refer to our Financial Services Guide (AU) and Financial Advice Provider Disclosure Statement (NZ) by following the links below.
You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782.